September 2020 Chapter Meeting (Webinar)

A Unique Strategy to Achieve Consistent Long-term Investment Success

Frank Li: Founder, Kailasa Capital Management LLC

Frank Li is the founder and Chief Investment Officer of Kailasa Capital Management, a boutique institutional investment management firm based in Pittsburgh. Over his 25-year career, Mr. Li has held positions in investment banking, equity research, and technology consulting. Prior to founding Kailasa Capital Management, Frank spent 15 years as a Senior Vice President and Senior Portfolio Manager with Merrill Lynch. His education included a BSc in Physics from Peking University, an MSc in Electrical Engineering from the University of Virginia and an MBA from the University of Pennsylvania -The Wharton School.

As a physicist by training, Frank’s approach to investing is grounded in blending deep analytical rigor with a natural curiosity of understanding the interconnectivity among the world around us. He will discuss his strategy that has produced low double digit return since 2007 with significantly lower risk than the general market

Attend this webinar to learn:

  1. A unique quantitative investment framework.
  2. A qualitative investment framework.
  3. A strategy to significantly reduce the downside during market turmoil.

You are invited to a Zoom meeting.
When: Sep 12, 2020 10:00 AM Eastern Time (US and Canada)

Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting, or you may save the info given to in your browser session right after you register.

Speaker Slides -> Link